LP Directory

ATHOS Private Wealth is a multi-family office firm based in Holladay, Utah. Established in 2020, the firm provides investment advisory services to high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses. ATHOS Private Wealth's investment portfolio is valued at $139 million as of May 15, 2024, with investments in private equity, real estate, and other alternative asset classes. The firm's discretionary assets are valued at $102.95 million. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, and venture capital strategies. The firm's investments are governed by the executive management team, with Co-Founder Mr. Robert Shattuck serving as Chief Executive Officer.

Lunt Capital Management, Inc. is an SEC registered advisor, based in Salt Lake City, Utah.

Valued Wealth Advisors is a wealth manager based in Holladay, US. Founded in 2008.